MFSB vs CFO
Comparison between MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF) and VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO, ETF).
MFSB vs CFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSB
$408M
Winner
CFO
$408M
Expense Ratio
Winner
MFSB
0.34%
CFO
0.35%
Max Drawdown
Winner
MFSB
3.55%
CFO
28.20%
Sharpe Ratio
MFSB
0.44
Winner
CFO
0.91
5Y Beta
Winner
MFSB
0.06
CFO
0.73
P/E Ratio
MFSB
N/A
CFO
22.40
Forward P/E
MFSB
N/A
CFO
17.50
PEG Ratio
MFSB
N/A
CFO
0.32
5Y Dividends CAGR
MFSB
N/A
CFO
11.46%
5Y EPS CAGR
MFSB
N/A
CFO
12.69%
Debt to Equity
MFSB
N/A
CFO
41.53%
P/S Ratio
MFSB
N/A
CFO
1.93
P/B Ratio
MFSB
N/A
CFO
3.39
MFSB vs CFO - Holdings Comparison
MFSB and CFO have 1 common holdings. Overlap is 0.00%
MFSB's top 25 holdings weight is 30.80%. CFO's top 25 holdings weight is 9.14%.
| Rank | MFSB | CFO |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 10.79% | IDEX CORP (IEX) - 0.44% |
| #2 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 2.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40% |
| #3 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.74% | MARTIN MARIETTA MATERIALS INC (MLM) - 0.40% |
| #4 | SSC GOVERNMENT MM GVMXX (n/a) - 2.63% | HEICO CORP (HEI) - 0.40% |
| #5 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 1.35% | ALLIANT ENERGY CORP (LNT) - 0.40% |
| #6 | UNITED STATES TREASURY BONDS 4.875% (n/a) - 1.00% | WEC ENERGY GROUP INC (WEC) - 0.39% |
| #7 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 0.61% | LOEWS CORP (L) - 0.39% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.61% | DUKE ENERGY CORP (DUK) - 0.39% |
| #9 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 6.2123% (n/a) - 0.58% | EVERGY INC (EVRG) - 0.39% |
| #10 | n/a (n/a) - 0.54% | FIRSTENERGY CORP (FE) - 0.38% |
| #11 | BOSTON PROPERTIES LP 5.75% (n/a) - 0.52% | AMEREN CORP (AEE) - 0.38% |
| #12 | LOANCORE 2025-CRE9 ISSUER LLC 5.32506% (n/a) - 0.50% | DTE ENERGY CO (DTE) - 0.37% |
| #13 | n/a (n/a) - 0.50% | CMS ENERGY CORP (CMS) - 0.37% |
| #14 | BAIN CAPITAL CREDIT CLO 2019-1 5.27523% (n/a) - 0.50% | CENTERPOINT ENERGY INC (CNP) - 0.37% |
| #15 | ELMWOOD CLO LTD 2021-8R 5.44041% (n/a) - 0.50% | ATMOS ENERGY CORP (ATO) - 0.36% |
| #16 | MORGAN STANLEY 5.664% (n/a) - 0.48% | COCA-COLA CO (KO) - 0.35% |
| #17 | BOEING CO. 6.528% (n/a) - 0.47% | SOUTHERN CO (SO) - 0.35% |
| #18 | n/a (n/a) - 0.46% | CBOE GLOBAL MARKETS INC (CBOE) - 0.35% |
| #19 | JEFFERIES FINANCIAL GROUP INC 5.5% (n/a) - 0.46% | LINDE PLC (LIN) - 0.35% |
| #20 | HSBC HOLDINGS PLC 6.75% (n/a) - 0.45% | TJX COMPANIES INC (TJX) - 0.35% |
| #21 | JPMORGAN CHASE & CO. 4.946% (n/a) - 0.45% | ENTERGY CORP (ETR) - 0.34% |
| #22 | SANTOS FINANCE LTD. 5.75% (n/a) - 0.43% | AFLAC INC (AFL) - 0.34% |
| #23 | ENERGY TRANSFER LP 5.35% (n/a) - 0.43% | DOMINION ENERGY INC (D) - 0.33% |
| #24 | VORNADO REALTY LP 5.75% (n/a) - 0.42% | GENERAL DYNAMICS CORP (GD) - 0.28% |
| #25 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.42% | ALTRIA GROUP INC (MO) - 0.27% |
| Total Holdings | 285 | 459 |
MFSB vs CFO - Historical Returns
Returns include dividend reinvestment.
1M
MFSB
-0.00%
Winner
CFO
+1.08%
3M
MFSB
-0.70%
Winner
CFO
+2.09%
6M
MFSB
+0.64%
Winner
CFO
+6.64%
1Y
MFSB
+5.38%
Winner
CFO
+14.06%
5Y(CAGR)
MFSB
N/A
CFO
+3.87%
10Y(CAGR)
MFSB
N/A
CFO
+9.31%
Max(CAGR)
MFSB
+4.07%
Winner
CFO
+8.68%
MFSB vs CFO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | MFSB | CFO |
|---|---|---|
| 2026 | +0.44% | +6.04% |
| 2025 | +7.80% | +8.60% |
| 2024 | -1.50% | +15.27% |
| 2023 | N/A | -3.59% |
| 2022 | N/A | -14.02% |
| 2021 | N/A | +27.99% |
| 2020 | N/A | +19.35% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -9.10% |
| 2017 | N/A | +21.81% |
| 2016 | N/A | +16.25% |
| 2015 | N/A | -0.70% |
| 2014 | N/A | +5.54% |
MFSB vs CFO Drawdown Comparison
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The maximum drawdown for CFO was -24.33%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.
The current MFSB drawdown is -1.48%. The current CFO drawdown is -0.90%.
| Rank | MFSB | CFO |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -24.33% Jan 4, 2022 - Nov 11, 2024 |
| #2 | -2.76% Apr 4, 2025 - Jun 20, 2025 | -20.79% Sep 21, 2018 - Nov 26, 2019 |
| #3 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -17.24% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -0.98% Oct 28, 2025 - Nov 26, 2025 | -16.57% Feb 19, 2020 - Aug 5, 2020 |
| #5 | -0.98% Jun 30, 2025 - Jul 29, 2025 | -14.36% Jun 23, 2015 - Apr 27, 2016 |
| #6 | -0.98% Mar 3, 2025 - Apr 1, 2025 | -9.22% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -0.79% Nov 26, 2025 - Jan 14, 2026 | -7.77% Sep 5, 2014 - Oct 31, 2014 |
| #8 | -0.67% Jan 14, 2026 - Feb 5, 2026 | -7.24% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -0.61% Sep 16, 2025 - Oct 13, 2025 | -7.10% Mar 2, 2026 - Jun 2, 2026 |
| #10 | -0.49% Aug 13, 2025 - Aug 27, 2025 | -6.67% Jun 8, 2016 - Jul 11, 2016 |
| #11 | -0.35% Jul 29, 2025 - Aug 1, 2025 | -6.01% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -0.27% Aug 5, 2025 - Aug 13, 2025 | -5.55% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -0.26% Jun 26, 2025 - Jun 30, 2025 | -5.23% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -4.91% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -0.16% Feb 26, 2025 - Feb 28, 2025 | -4.70% Jan 20, 2021 - Feb 8, 2021 |
Correlation
Correlation between MFSB and CFO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
MFSB vs CFO dividend yield comparison.
| Year | MFSB | CFO |
|---|---|---|
| 2026 | 1.90% | 0.49% |
| 2025 | 4.58% | 1.32% |
| 2024 | 0.37% | 1.44% |
| 2023 | 0.00% | 1.72% |
| 2022 | 0.00% | 3.95% |
| 2021 | 0.00% | 1.06% |
| 2020 | 0.00% | 0.90% |
| 2019 | 0.00% | 1.44% |
| 2018 | 0.00% | 1.49% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.35% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 0.50% |
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